A financial planner from Shelton, Connecticut, Stephen Lupkas has worked in financial services for over 30 years. At the beginning of his career around 1995, Stephen Lupkas was a personal financial planner for MN-based Ameriprise Financial.

Mr. Lupkas helped his clients at Ameriprise Financial achieve their financial goals before founding myFinancialPro in 2005. As senior financial planner, he offers comprehensive, objective advice to assist clients with growing their wealth and protecting their assets as they approach retirement. He relies on his 30 years of diverse experience in this area to provide clients with straightforward solutions to their financial needs. His clients include corporate executives and professionals who are about to retire, as well as retirees.

Mr. Lupkas is a member of the Financial Planning Association and previously, the National Association of Personal Financial Advisors. He also previously was a member of Ed Slott’s Elite IRA Advisor Group, an exclusive advisor organization. Among his accomplishments, he was featured in a US News Money article, “13 Ways to Invest in Summer.”

Mr. Lupkas earned a bachelor’s degree in finance from Sacred Heart University. He is also a Certified Financial Planner who has satisfied the requirements for holding life, accident, and health insurance licenses. In addition to all these, he is a Retirement Income Certified Professional designee.

Material in this bio is for informational purposes only and does not constitute financial advice, investment advice, or a recommendation. The information contained herein is not intended to be a source of advice concerning the material presented, and the information and/or documents contained in this material do not constitute investment advice.

Stephen Lupkas